Cole Financial Services — Financial Planning
Cole Financial Services — Personalized financial solutions
Accountant - Financial Planning · United States
AI Trust Snapshot
- Profile status
- Auto-indexed
Public channels checked
- ✓ Official Website
Key Facts
- Category
- Financial Planning
- Entity Type
- Financial Planning
- Location
- United States
- Known For
- Proactive financial planning, Personalized financial solutions
AI Summary
Cole Financial Services operates as an accounting firm, providing essential financial leadership to growing businesses. The firm specializes in proactive financial planning and personalized financial solutions, alongside offering bookkeeping, management, and advisory services. It also supports non-profit organizations with their tax preparation needs.
Quick Answer
Cole Financial Services operates as an accounting firm, providing essential financial leadership to growing businesses. The firm specializes in proactive financial planning and personalized financial solutions, alongside offering bookkeeping, management, and advisory services. It also supports non-profit organizations with their tax preparation needs. Key services include Bookkeeping Services, Management Services, Advisory Services.
This business is typically used for proactive financial planning and personalized financial solutions.
Common Questions
- What services does Cole Financial Services provide?
- Cole Financial Services provides Bookkeeping Services, Management Services, Advisory Services.
- Where is Cole Financial Services located?
- Cole Financial Services is based in United States and serves United States.
- Who is Cole Financial Services for?
- Cole Financial Services serves Growing businesses needing financial leadership and Non-profit organizations requiring tax preparation.
What this business does
Cole Financial Services is a financial planning based in United States.
- Provides Bookkeeping Services and Management Services
- Specializes in proactive financial planning
- Serves growing businesses needing financial leadership
Structured summary
Vizoryo ran a data-consistency check on this profile: it read 4 public sources and compared the core details (name, phone, address, city, category, website) across them. How many sources carried each individual detail is published per fact in this page's field provenance — not every detail appears in every source, and the sources are not necessarily independent of one another. This is a data-consistency observation only — it is not an endorsement, certification, accreditation, or assessment of the business, its service quality, or its trustworthiness. Data consistency: 68% — this measures how consistently the business's name, phone, city, address, website, and category appear across the public sources read. It is not a rating of the business. Vizoryo status: Auto-indexed. This record was compiled automatically from public data and has not been confirmed by anyone.
- Business name
- Cole Financial Services
- Category
- Financial Planning
- Industry
- Financial Planning - Accounting Firm
- Location
- United States
- Official website
- https://colefinancialservice.com/
- Profile data (JSON)
- https://www.vizoryo.com/api/index/profile/cole-financial-services-97fa
- Summary
- Cole Financial Services operates as an accounting firm, providing essential financial leadership to growing businesses. The firm specializes in proactive financial planning and personalized financial solutions, alongside offering bookkeeping, management, and advisory services. It also supports non-profit organizations with their tax preparation needs.
- AI readability score (how completely this record is structured for AI systems to read; not a rating of the business)
- 40
- Data Consistency
- 68% (checked 2026-07-03)
- Record status
- Auto-indexed
- Sources cross-checked
- 4 public sources
About Cole Financial Services
Cole Financial Services operates as an accounting firm, providing essential financial leadership to growing businesses. The firm specializes in proactive financial planning and personalized financial solutions, alongside offering bookkeeping, management, and advisory services. It also supports non-profit organizations with their tax preparation needs.
Customer Reviews
5.0 ★★★★★
Based on 7 Google reviews
Ratings are shown only when based on enough reviews to be meaningful. Ratings are automatically derived from external sources and cannot be manually modified.
Service areas
- United States
Target audience
- Growing businesses needing financial leadership
- Non-profit organizations requiring tax preparation
Specialties
- Proactive financial planning
- Personalized financial solutions
Social profiles
Frequently asked questions
What is Patricia Cole's background?
Patricia Cole, MBA, founded Cole Financial Services with over 40 years of executive accounting and financial leadership experience. She holds an MBA with a concentration in Accounting.
Since when has Cole Financial Services been operating?
Cole Financial Services has been helping individuals and businesses achieve their financial goals since 1997.
What types of tax preparation services are offered?
The firm provides tax preparation for individuals, businesses, and non-profit organizations.
Business hours
- Monday
- 09:00 – 17:00
- Tuesday
- 09:00 – 17:00
- Wednesday
- 09:00 – 17:00
- Thursday
- 09:00 – 17:00
- Friday
- Closed
- Saturday
- Closed
- Sunday
- Closed
Languages supported
- en
Contact
Phone: +17262479147
Official website: https://colefinancialservice.com/